Valens Semiconductor (VLN) Company Report

Analyst Coverage

Research analysts who have asked questions during Valens Semiconductor earnings calls.

Quinn Bolton

Needham & Company, LLC

4 questions for VLN

Also covers: ALAB, ALGM, AMBA +22 more

Suji Desilva

ROTH MKM

3 questions for VLN

Also covers: ACMR, AEVA, AKTS +18 more

Wei Mok

Oppenheimer & Co. Inc.

3 questions for VLN

Also covers: VECO

Dave Storms

Stonegate

2 questions for VLN

Also covers: ARR, BKSY, GOOD +7 more

Neil Young

Needham & Company

2 questions for VLN

Also covers: MRAM, MTSI, SIMO +2 more

Ray

Oppenheimer

2 questions for VLN

Also covers: IART

Robert Lynch

Stonegate Capital Partners

2 questions for VLN

Also covers: BKSY, SKYH

Sujeeva De Silva

Roth MKM

2 questions for VLN

Also covers: ACMR, AEVA, ALAB +16 more

David Storms

Stonegate Capital Partners

1 question for VLN

Also covers: ACOG, AMTX, ARLP +19 more

Dustin Fowler

Oppenheimer & Co. Inc.

1 question for VLN

Kevin Cassidy

Rosenblatt Securities

1 question for VLN

Also covers: ADEA, AMBA, BTDR +13 more

Sujeeva De Silva

ROTH Capital Partners

1 question for VLN

Also covers: SITM, WATT

Latest news

Recent press releases and 8-K filings for VLN.

Valens Semiconductor Reports Q4 and Full-Year 2025 Financial Results, Highlights Automotive Design Wins

VLN

Earnings

New Projects/Investments

Guidance Update

Valens Semiconductor reported full-year 2025 revenues of $70.6 million and a net loss of $(31.583) million , with Q4 2025 revenues reaching $19.403 million and Adjusted EBITDA at $(4.256) million.
The company secured four MIPI A-PHY design wins with leading OEMs, including a premium carmaker in the Chinese market, with Start of Production expected in 2027.
An operational efficiency plan has been implemented, projected to yield approximately $5 million in annual savings in operating expenses.

3 days ago

Presentation

Valens Semiconductor Reports Q4 and Full Year 2025 Results, Provides 2026 Guidance, and Announces Strategic Focus

VLN

Earnings

Guidance Update

Layoffs

Valens Semiconductor reported Q4 2025 revenue of $19.4 million and full-year 2025 revenue of $70.6 million, both exceeding their respective guidance ranges.
For full-year 2026, the company expects revenues between $75 million and $77 million, with the midpoint reflecting approximately 8% growth over 2025.
The company secured a fourth design win for its VA7000 A-PHY chipset in the automotive market with a global OEM for the Chinese market and announced a 10% workforce reduction expected to save approximately $5 million annually in operating expenses.
Valens is concentrating its resources on its core audio/video and automotive businesses, while still pursuing large revenue-generating opportunities in additional verticals like medical and industrial.

3 days ago

Transcript

Valens Semiconductor Exceeds Q4 and Full Year 2025 Revenue Guidance, Projects 8% Growth in 2026, and Announces Cost Optimization

VLN

Earnings

Guidance Update

Layoffs

Valens Semiconductor reported Q4 2025 revenue of $19.4 million and full year 2025 revenue of $70.6 million, both exceeding their respective guidance ranges.
For full year 2026, the company expects revenues between $75 million and $77 million, with the midpoint reflecting approximately 8% growth over 2025.
The company is concentrating resources on its core audio/video and automotive businesses, noting a nearly 100% increase in VS3000 sales in 2025 and securing a fourth VA7000 A-PHY design win for ADAS systems.
Valens implemented a workforce reduction of approximately 10% in late January, projected to save around $5 million annually in operating expenses.

3 days ago

Transcript

Valens Semiconductor Exceeds Q4 and Full-Year 2025 Revenue Guidance, Projects 8% Growth for 2026

VLN

Earnings

Guidance Update

Layoffs

Valens Semiconductor reported strong financial results for Q4 and full-year 2025, with revenue of $19.4 million and $70.6 million respectively, both exceeding guidance.
The company provided full-year 2026 revenue guidance of $75 million to $77 million, reflecting approximately 8% growth over 2025, and expects Q1 2026 revenue between $16.3 million and $16.7 million.
Strategic initiatives include a renewed focus on core Audio/Video and Automotive businesses, a 10% workforce reduction expected to save $5 million annually in operating expenses, and the achievement of a fourth VA7000 A-PHY design win in the automotive market.
Key product lines, VS3000 and VS6320, saw significant growth in 2025, with sales increasing by nearly 100% and 25% respectively.
Valens Semiconductor concluded Q4 2025 with a healthy balance sheet, holding $92.6 million in cash, equivalents, and short-term deposits, after consuming $14.4 million in ongoing operations and repurchasing $24 million in shares during 2025.

3 days ago

Transcript

Valens Semiconductor Reports Strong Q4 and Full Year 2025 Results, Provides 2026 Outlook

VLN

Earnings

Guidance Update

Revenue Acceleration/Inflection

Valens Semiconductor reported Q4 2025 revenues of $19.4 million and full year 2025 revenues of $70.6 million, both exceeding the top end of their guidance.
The company achieved a GAAP gross margin of 60.5% in Q4 2025 and 62.4% for the full year 2025, with a GAAP net loss of $(8.8) million in Q4 2025 and $(31.6) million for the full year 2025.
As of December 31, 2025, Valens Semiconductor maintained a strong liquidity position with $92.6 million in cash, cash equivalents, and short-term deposits.
For Q1 2026, revenue is guided between $16.3 million and $16.7 million, and full year 2026 revenue is projected to be $75.0 million to $77.0 million, an approximate 8% increase at the midpoint compared to 2025. An operational efficiency plan is expected to save approximately $5 million annually in operating expenses.

3 days ago

6-K

Valens Semiconductor Announces Operational Efficiency Plan

VLN

Layoffs

Guidance Update

Valens Semiconductor has announced an Operational Efficiency Plan to optimize its cost structure and concentrate resources on core business segments.
The plan includes a reduction of approximately 10% of its workforce across various departments.
This initiative is expected to result in annual savings of approximately $5 million in operating expenses.
The company anticipates completing the plan during the second quarter of 2026.

Jan 28, 2026, 11:37 AM

6-K

Valens Semiconductor and Sakae Riken Kogyo Unveil MIPI A-PHY Enabled e-Mirror

VLN

Product Launch

New Projects/Investments

Valens Semiconductor and Sakae Riken Kogyo Co., Ltd. have unveiled the automotive market's first production-ready MIPI A-PHY-enabled e-mirror on January 5, 2026.
The e-mirror integrates the Valens VA7000 chipset and delivers an order of magnitude more imaging data than other camera monitoring system solutions, enabling more accurate ADAS and autonomous driving decisions.
Leveraging the MIPI A-PHY standard, the e-mirror operates at a high resolution of 1,920x1,536 and a frame rate of 60fps.
This product will be displayed at CES 2026, showcasing the rapidly developing MIPI A-PHY ecosystem, particularly in Japan.

Jan 5, 2026, 1:20 PM

6-K

VLN Reports Q3 2025 Results and Provides Q4 and Full-Year 2025 Guidance

VLN

Earnings

Guidance Update

VLN reported Q3 2025 revenue of $17.3 Million, with $13.2 Million from Cross-Industry Business and $4.1 Million from Automotive.
The company achieved a GAAP gross margin of 63.0% and an Adjusted EBITDA loss of $(4.3) Million in Q3 2025, resulting in a loss per share of $(0.07).
For Q4 2025, VLN anticipates revenue between $18.2 Million and $18.9 Million, with a gross margin of 58.0% to 60.0% and an Adjusted EBITDA loss between $(4.6) Million and $(4.2) Million. The full-year 2025 revenue guidance is $69.4 Million to $70.1 Million.
VLN's Automotive Total Addressable Market (TAM) is projected to reach $750 Million in 2025 and $4,500 Million by 2029, while the Industrial Machine Vision TAM is expected to be $250 Million in 2025 and $460 Million by 2029.

Nov 12, 2025, 1:30 PM

Presentation

Valens Semiconductor Reports Strong Q3 2025 Results and Announces CEO Transition

VLN

Earnings

Guidance Update

CEO Change

Valens Semiconductor reported Q3 2025 revenue of $17.3 million, exceeding its guidance range and marking the sixth consecutive quarter of growth.
For Q3 2025, the GAAP gross margin was 63% and the adjusted EBITDA loss was $4.3 million, both performing better than guidance. The company concluded the quarter with $93.5 million in cash, cash equivalents, and short-term deposits.
The company provided Q4 2025 revenue guidance of $18.2-$18.9 million and full-year 2025 revenue guidance of $69.4-$70.1 million.
Gideon Ben-Zvi is stepping down as Chief Executive Officer, with Yoram Salinger assuming the role as of November 13, 2025.
Key business developments include growing adoption of the VS3000 chipset in the POEV market, initial revenue for industrial machine vision anticipated by the end of 2026, and three OEMs launching VA7000-based endoscopies. The MIPI A-PHY standard in automotive gained momentum with new design wins and support from Sony and Samsung.

Nov 12, 2025, 1:30 PM

Transcript

Valens Semiconductor Ltd. Reports Q3 2025 Financial Results and Share Repurchase Updates

VLN

Earnings

Share Buyback

M&A

Valens Semiconductor Ltd. reported revenues of $17,335 thousand and a net loss of $(7,321) thousand for the three months ended September 30, 2025. For the nine months ended September 30, 2025, revenues were $51,222 thousand and the net loss was $(22,813) thousand.
As of September 30, 2025, the company had repurchased a total of 3,302,194 shares for $10 million under a program initiated in December 2024, and 6,151,225 shares for $15 million under a second program initiated in February 2025.
On May 31, 2024, Valens Semiconductor Ltd. completed the acquisition of Acroname Inc. for a total cash consideration of $9.1 million, with potential earnout payments up to $7.2 million. Acroname contributed $1,737 thousand in revenues and a net loss of $422 thousand to the consolidated results for the three months ended September 30, 2025.
The company is addressing a customer claim for allegedly damaged chips, which initially amounted to $2,459 thousand. In June 2025, the provision for this claim was decreased by $323 thousand, and a final settlement involves the insurance company paying $1,726 thousand less a $250 thousand retention by Valens.